Is the master data like Customer accesible to all Reps having access to the system? If not, how to make it accessible for all or selected Rep?
Every record in the application is actually ‘owned’ by the person entering the record. The users have access only to those particular records which has their id set in ‘Owner’ field. So if the sales person enters it, then he owns it and sees it. Other sales people do not see it. The administrator (master login) has higher level access and can see all the data. To make the master record accessible to all Reps, set ‘Owner’ field of those records to “No Owner”. In general, only the administrator can change the Owner of a record. To make the master data available only to specific Rep, Owner field of the records can be assigned the Rep’s user id. So, only administrator and specific Rep can access those records.
